AMD is dropping its Quarter 3rd earnings numbers right after the bell on November 4. That’s when we’ll get the real scoop on how their AI chips, CPUs, and graphics cards are actually doing.
Back when they gave their outlook, they said to expect around $8.7 billion in sales, could swing $300 million either way, so anywhere from $8.4 to $9 billion. That beat what most analysts were guessing ($8.3 billion), and they think their profit margin will bounce back to 54%.
Honestly, AMD’s been crushing it for the last couple of years—always beating the street—so it’s a safe bet this report will be solid. Most folks on Wall Street are now thinking at least $8.8 billion in revenue and $1.17 per share in earnings.
The big thing everyone’s watching? How’s AMD doing in the AI game? They’ve been making moves—teaming up with OpenAI and snagging huge supercomputer deals from the U.S. government. Their MI350 AI cards should be killing it.
They already set aside inventory for a China-only version of the MI308 last quarter, so even if those chips still aren’t selling in China this time around, it won’t hurt the numbers.
For regular folks—especially gamers—the real talk will be about Ryzen processors and Radeon cards. Ryzen? No drama there. Intel’s new Core 200 stuff is already outdated, so AMD’s still the undisputed champ for gaming rigs, and sales are holding strong.
Graphics cards, though—that’s the wild card. AMD didn’t drop any new models this quarter, and the RX 9000 lineup is still pretty thin. They’ve been saying they’re ramping up production and getting more stock out there, but they’re not covering the market like NVIDIA is. NVIDIA just cut prices on their 5060 and 5050 cards, so AMD better watch out.
Word from August said AMD’s share of the graphics card market dipped to just 6%. Fingers crossed they push back hard with some good news in this report.
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